-11.0%
FLUT vs UUUU
+495.2%
-506.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.7% | -0.3% |
| 7D | -3.6% | -5.0% | +1.4% | -3.3% |
| 30D | -0.3% | -7.8% | +7.4% | +0.1% |
| 3M | -12.6% | -0.4% | -12.2% | -12.9% |
| 6M | -8.0% | -32.9% | +24.9% | -6.7% |
| YTD | -54.1% | -6.3% | -47.9% | -54.9% |
| 1Y | -66.1% | +7.9% | -74.0% | -67.3% |
| 3Y | -45.0% | +85.2% | -130.2% | -50.2% |
| 5Y | -51.2% | +97.0% | -148.2% | -56.6% |
| All | -11.0% | +495.2% | -506.2% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling